My Comments: If you follow my writings, you know that I spend time and energy on an idea to help parents of high school age children find free money for their college education. Free money in this sense is money that schools are willing to spend to encourage an applicant they want, to enroll in …
Tag: investment advice
Thought for the Week:
"Money isn't the most important thing in life, but it's reasonably close to oxygen on the "gotta have it" scale." Zig Ziglar So I asked my clients, "which would you prefer; a plan that has a 70% chance of success or one that has a 90% chance of success?" We had been discussing how to …
5 Crucial Pieces of Retirement Advice for Women
My Comments: Many of my clients are widows. They became my clients when their husbands were alive and over the course of time, we are where we are today. Today, I do my best to help them manage their financial lives and provide some measure of assurance about their financial future. Clearly, women live longer …
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How Will the Presidential Election Impact the S&P500?
My Comments: Oceans of ink will be used in the next several weeks as pundits from across the spectrum weigh in on the likelihood of their favorite candidate winnning the White House. My sense of the issue when it comes to investments is that there are forces way beyond the influence, much less control, of …
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Mister Dow 5,000 Strikes Again!
My Comments: My habit is to post a blog every Monday about investments and retirement planning. My intent is to help educate you about the forces out there that will influence how your money will grow in the years to come. Among the writers I’ve come to revere over the years has been Nick Murray. …
The US Economy May Surprise Us All
My Comments: Yes, the last few years have been very frustrating for those of us concerned about jobs, earning a living, having confidence that life will return to normal. The stock market has done OK, but you don't have to listen to politicians to notice all the empty buildings around town. To those who will …
Parents Struggling To Cover College Costs, Survey Says
My Comments: I have a solution to this problem. But try as I will, very few parents of high school age children have expressed a willingness to talk with me about it. As a financial planner, I’ve very aware of the financial pressure that comes from wanting your children to go to college and earn …
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Romney’s Dodd-Frank Kill Pledge Collides With Wall Street Agenda
My Comments: For the past 3 and 1/2 years, I've been listening to negatives from the right. Some of them have been justified. But many of them simply appeal to the inability of voters to understand the most basic facts of life. For example, after about 40 years as a financial advisor and insurance agent, …
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Exploring Mitt Romney’s Taxes and Tax Plan
My Comments: There’s really nothing I can add to this. Bruce Bartlett held senior policy roles in the Reagan and George H.W. Bush administrations and served on the staffs of Representatives Jack Kemp and Ron Paul. He is the author of “The Benefit and the Burden: Tax Reform – Why We Need It and What …
Americans’ Sense of Security Rises
My Comments: There are six questions asked here and the responses to these questions lead the author to conclude that we as Americans are experiencing more comfort as the economy slowly improves. At least that's my conclusion. This is not easy to follow but on a rainy Monday, this might give you a measure of …
Helping Define Your Financial Future 